With more than 25 years of experience in the financial industry, Stephanie Gale is a knowledgeable leader who brings a wide world of life experience to the table.
Stephanie Gale, CFP®, AIF®
Stephanie is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary® (AIF®) designee, registered representative and investment adviser representative of Commonwealth Financial Network®, and life and disability insurance agent with over 30 years’ experience in financial markets, personal financial planning, and wealth management. She can provide a full range of investment and financial planning opportunities and guidance.
Stephanie began her career working in the international bond markets after graduating with honors from Barnard College at Columbia University. She rose to be a vice president of the Global Sales and Trading division of J.P. Morgan Securities, London, where she employed market analysis and portfolio optimization in her work with European central banks, global mutual fund managers, and Fortune 500 pension funds and insurance companies. Her years working in the markets and living overseas grant her invaluable experience and a broad perspective as she advises and manages portfolios for her clients now.
Sailing is one of Stephanie's true loves. She cruised aboard her own ketch in Europe and the Caribbean before anchoring in Port Townsend. Having found a home port, she raised both of her daughters in Jefferson County and was active in their schools. A believer in the importance of philanthropy, Stephanie has served on the boards of several local non-profits and was on the organizing committee of the Jefferson Community Foundation. She has a lifelong passion for the arts and loves to attend performances and participate in music and dance.
Certification and Recognition
Stephanie Gale has attained the rigorous CERTIFIED FINANCIAL PLANNER™ certification. Initial requirements asked her to take a CFP Board-registered course of study, demonstrate the ability to apply knowledge to client situations, complete a minimum of 6,000 hours of financial planning, and pass a 10-hour exam with an average pass rate of 56%. Continuing education requirements ensure that designees continue to meet a high standard of achievement.
She is also an Accredited Investment Fiduciary® (AIF®) designee. The AIF® designation signifies a comprehensive knowledge of and ability to apply and adhere to fiduciary practices. It is widely acknowledged as a leading designation for investment fiduciaries for both individuals and retirement plans.
Work with a CERTIFIED FINANCIAL PLANNER™ professional
Raised in Port Townsend, Cecilia was fortunate to pursue her dream of becoming a ballet dancer by graduating from the Kirov Academy of Ballet in Washington, DC, simultaneously with earning her high school diploma.
Studying with an international cohort of students taught her to value diversity and unity of purpose. Her intensive dance training taught her discipline and attention to detail.
Cecilia appreciates the rich and simple life that Port Townsend has to offer and is glad to be helping clients enjoy financial confidence about their money.
Karen joined our practice after six years with the Jefferson County Chamber of Commerce working alongside local businesses.
She grew up in Tucson, Arizona, studied theatrical lighting design, and graduated at the top of her class from the Pacific Conservatory for the Performing Arts in Santa Maria, California. She moved to Port Townsend in 2008, where she has used her lighting skills for Centrum, Key City Public Theatre, and Dale Chihuly.
Karen brings her creative problem-solving and people skills to Gale Investment Management and is always expanding her eclectic skill set.
Financial Planning Analyst
Jennifer began her career in finance as an administrative assistant in 2012. Since then, she attained her FINRA Series 7, 63, and 65 securities registrations (through Commonwealth Financial Network®) along with the state insurance exam. As a graduate of Northern Arizona University with a bachelor of music in vocal performance, the world of finance became a new adventure, one she quickly grew to enjoy and appreciate. She loves working with clients to help them plan and achieve their life goals. She especially enjoys hearing about all the fun clients are having in retirement.
Born in Cincinnati, Ohio, and raised in Arizona, she can be found cheering loudly for the Ohio State Buckeyes along with any Arizona home team. She considers herself to be a movie buff and a musical theater nerd. In her free time, she enjoys performing, snowboarding, spoiling her two nieces, and being with friends and family.